Rare earths — Risque supply chain & conformité CRMA

Rare earths underpin NdFeB magnets in e-motors, wind turbines and precision drives. China dominates mining, separation and magnet production — Europe imports up to 98% of required oxides and metals. Since April 2025 export restrictions, lead times for dysprosium and terbium have tightened. CRMA classifies several REE groups as strategic; LkSG requires human-rights and environmental due diligence. Procurement volatility is not only price but availability of entire magnet grades: missing separation output in Jiangxi can stop German lines weeks later.

Cas d'usage → · Terminal de risque →